2023 Form 5500 filing — Mattel Cash Balance Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015104625NAL0029300353001) for Mattel Cash Balance Plan, reported by Mattel, Inc. under EIN 95-1567322 and plan number 013. It reports 3,970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104625NAL0029300353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mattel, Inc.
- EIN
- 95-1567322
- Plan number
- 013
- Location
- El Segundo, CA
- Participants
- 3,970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $289,152,474
- Total liabilities (EOY)
- $30,733,000
- Net assets (EOY)
- $258,419,474
- Employer contributions
- $7,000,000
- Total income / additions
- $31,127,043
- Benefits paid
- $25,960,000
- Administrative expenses
- $4,123,000
- Total expenses
- $30,083,000
- Net increase / (decrease)
- $1,044,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pimco | INVESTMENT MANAGEMENT | $186,583 | $0 |
| Alight Solutions | ACTUARY | $175,000 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | INVESTMENT MANAGEMENT | $94,927 | not reported in the loaded dataset |
| Aon Investments Usa Inc | CONSULTANT | $87,500 | not reported in the loaded dataset |
| Principal Financial Group | TRUSTEE | $84,320 | not reported in the loaded dataset |
| Aon Consulting Inc | ACTUARY | $59,300 | not reported in the loaded dataset |
| Rreef America Ii Lp | INVESTMENT MANAGEMENT | $52,021 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $38,325 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $5,070 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $2,358 | not reported in the loaded dataset |